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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Robert Jacobs who wrote (17252)	2/5/2000 3:33:00 PM
From: FLSTF97	Read Replies (1) of 54805

RE: Cree actually does not compete with its customers. I think this statement from the 10K pretty much confirms that CREE may be at risk of competing with its customers. In addition, some of our customers could compete with us. For example, Osram Opto Semiconductors GMBH and Co. OHG, or Osram, an indirect subsidiary of Siemens AG, and Shin-Etsu Handotai Co. Ltd., or Shin-Etsu, license some of our LED technology. Osram currently purchases large volumes of our standard brightness blue LEDs but also manufactures some of its volume requirements for these LEDs. Shin-Etsu may also seek to enter our LED markets. The market for SiC wafers is likewise becoming competitive as other firms have in recent years begun offering SiC wafer products or announced plans to do so. It will definitely be interesting to see how this plays out. FATBOY

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